As a child participating in Cub Scouts, I learned about the joy that comes from helping others by doing a good deed each day. I also learned in my youth that I was gifted in math. Those two recognitions have led to an extremely enjoyable more than 30-year career as an Edward Jones financial advisor (my minimum goal is 50 years)!
Clients often come to our branch team for financial guidance during periods of transition such as retiring, receiving an inheritance, selling a farm or business, changing jobs or setting up a new income stream. My clientele consists of retirees, business owners, farm operators, medical professionals, tax and legal professionals, and blue-collar professionals who have the desire to create and maintain wealth. I welcome the involvement of your CPA, attorney and other professionals to address all of your financial concerns, including tax mitigation, estate considerations and wealth protection strategies, as well as charitable giving, to tailor a strategy that is appropriate for you and your family.
As a result of my success and client satisfaction, I have qualified for over 25 annual Managing Partner's Conferences, recognizing the firm's top 400 financial advisors. It was an honor in 2022, 2023 and 2024 to be named one of Forbes' annual Best-in-State Wealth Advisors.*
Another noteworthy aspect of my practice is that I've been blessed with a team that is exceptional. Vicki, Karla and Katie have combined Edward Jones' experience of over 60 years. I was extremely pleased that my daughter, Alaina, joined the Reeves Team as a financial advisor in 2018! Her sister, Alyson, is also a financial advisor in New York City.
Locally, my wife, Elizabeth, and I feel it is important to give back to our community. We've been major supporters of the Platteville Public Library, the Broske Center, the David Canny Trail, the Platteville Inclusive Playground, Southwest Health, Nutrition World Outdoor Fitness Center and the Platteville Fire Station.
I would appreciate the opportunity to meet you.
*2022, 2023 & 2024 Forbes Best-in-State Wealth Advisors for Wisconsin. Published April 2024, research by SHOOK Research, LLC, data as of June 2023. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.